+57.4%
MAR vs UTHR
+40.6%
+16.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +2.0% |
| 7D | +7.7% | +3.8% | +4.0% | +7.4% |
| 30D | +19.4% | +13.4% | +5.9% | +18.3% |
| 3M | +23.3% | +17.3% | +6.0% | +22.0% |
| 6M | +22.8% | +4.7% | +18.2% | +23.2% |
| YTD | +37.8% | +24.9% | +12.9% | +34.5% |
| 1Y | +57.4% | +39.1% | +18.2% | +51.3% |
| All | +57.4% | +40.6% | +16.8% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling